Episode 28: Anti-Antitrust? Pros and Cons of Reining in the Giants

Tony Roth |
Capital Considerations with Tony Roth

March 17—Have the tech behemoths become too big for their britches? With many regulators and government crying “Monopoly!” antitrust enforcement may well be in the offing. Tony breaks it all down with Bill Baer, the former Assistant Attorney General in charge of the Antitrust Division of the U.S. Department of Justice, and current visiting fellow in Governance Studies at the Brookings Institution on Think Tank Row in Washington, D.C.

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Episode 27: IPOs out, SPACs in—but for how long?

Tony Roth |
Capital Considerations with Tony Roth

March 10 — Over 400 companies went public in 2020, an all-time record, and the traditional IPO route is fading as the increasingly popular SPACs (special purpose acquisition companies) take center stage, offering investors and businesses the potential opportunity to more quickly access a pile of capital in the hope of becoming the next Amazon.

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Capital Perspectives March 2021

Tony Roth |
Investment Management
Capital Perspectives

As we survey the U.S. economy, we see pandemic-induced pain that, did we not know better, could easily obscure the renaissance we foresee later this year. The labor market remains severely impaired, with the total number of Americans holding down full-time jobs 7% from the preCOVID-19 peak. Small businesses continue to shutter at historic rates. Interest rates have spiked higher. And consumer savings has reached record levels while the spending rebound has stalled.

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